Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Spend Wisely and Lower Your Expectations
By Marlene Y. SatterFred Amrein of Amrein Financial in Wynnewood, Pennsylvania, is one of the advocates for wise spending. "One of the things that makes us really different,"...
August 01, 2010
In Your Clients' EyesIn these challenging times, wirehouse firms aren't eager to retain smaller producers, many of whom are heading to more hospitable indie firms or just looking...
August 01, 2010
Dividend Achievers: Seeking Total Return with Dividend StocksYou'd be hard-pressed nowadays to find anyone with a muted view of dividend stocks after the past decade's performance.Consider the returns produced by the Mergent...
August 01, 2010
Planning Perfect EventsAuthor's Note: A perfect plan for a perfect event includes invitations, checklists, confirmation scripts, and much much more ... far more than I can include...
August 01, 2010
'Intellectual Trust'Robert S. Scherer Managing Director-Investments; The Scherer Group at Graystone Consulting; Morgan Stanley Smith Barney; Washington, D.C. Fun Fact: Scherer joined E.F. Hutton in 1983. His office...
August 01, 2010
Europe's Debt Crisis -- And OursEurope nominally has a public debt crisis. But the Continent's real crisis is of central political and social planning, done not through overt decree but...
August 01, 2010
'The Quality Recruiter's Role Has Evolved,' Says DiamondThe article "Sick of Recruiters," the Research May cover story, struck me as being out of date. Certainly with all the changes Wall Street has...
August 01, 2010
Preparing for a Fiduciary FutureThe almost certain expansion of the fiduciary standard will have a dramatic impact on traditional brokers -- affecting everything from how much money they make...